Approach Retirement Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 63,749 shares of DUHP stock, worth $2.4 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
63,749Holding current value
$2.4 Million% of portfolio
2.09%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
500Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
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Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL8.02MShares$302 Million4.53% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio